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Roth IRA Conversions = Tax Savings
With the end of 2020 approaching, don’t let the opportunity to save tons of money on your taxes pass you by! You still have time to put a plan in place for investing with Roth IRAs using funds from your Traditional IRA.
During this webinar, Alex Perny of Advanta IRA will explain the following:
- The benefits of Roth conversions
- How Roth conversions work
- How to calculate the tax implications of Roth conversions
- How to split your tax burden between 2020 and 2021
The Roth conversion deadline is December 31st, so don’t miss this webinar if you want to take advantage of this tax-saving strategy for 2020. Learn how you can save some money on your taxes and create tax-free investment income at the same time!
This webinar took place on 12/1/2020, but you can still download it and learn about Roth IRAs and their tax saving benefits. Fill out the form to the right to download this webinar.
Contact Us with any questions.
DOWNLOAD WEBINAR
About the Presenter
Alex Perny
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
Roth IRA Conversions = Tax Savings
With the end of 2020 approaching, don’t let the opportunity to save tons of money on your taxes pass you by! You still have time to put a plan in place for investing with Roth IRAs using funds from your Traditional IRA.
During this webinar, Alex Perny of Advanta IRA will explain the following:
- The benefits of Roth conversions
- How Roth conversions work
- How to calculate the tax implications of Roth conversions
- How to split your tax burden between 2020 and 2021
The Roth conversion deadline is December 31st, so don’t miss this webinar if you want to take advantage of this tax-saving strategy for 2020. Learn how you can save some money on your taxes and create tax-free investment income at the same time!
This webinar took place on 12/1/2020, but you can still download it and learn about Roth IRAs and their tax saving benefits. Fill out the form to the right to download this webinar.
Contact Us with any questions.
DOWNLOAD WEBINAR
About the Presenter
Alex Perny
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
